SEC 13F Intelligence

Managers / Q2 2024

EMFO, LLC

CIK 0001859434 · 2700 S COMMERCE PARKWAY, SUITE 100, WESTON, FL, 33331 · 9543859624

Reported Value
$112M
Q2 2024
Positions
285
Filings on Record
14
2019–present window
Filed
Jul 26, 2024
original filing

Summary

Emfo, LLC reported $112M in U.S.-listed holdings across 285 positions for Q2 2024.

Its largest position, AAPL, represents 8.0% of the portfolio.

Compared with Q1 2024, the fund opened 13 new positions and exited 18.

Portfolio Metrics

Turnover
+7.9%
vs prior filed quarter
Top-10 Concentration
+40.7%
share of reported value
Largest Position
+8.0%
Apple
New / Exited
13 / 18
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $114MQ2 ’21Q3 ’21: $113MQ4 ’21: $113MQ4 ’21Q1 ’22: $110MQ2 ’22: $98MQ2 ’22Q3 ’22: $105MQ4 ’22: $100MQ4 ’22Q1 ’23: $106MQ2 ’23: $110MQ2 ’23Q3 ’23: $106MQ4 ’23: $108MQ4 ’23Q1 ’24: $109MQ2 ’24: $112MQ2 ’24filingsflow.com

Portfolio Composition

By security type
Common Stock: 74.2%ETP: 17.7%REIT: 4.7%Other: 2.0%ADR: 0.5%Other: 0.8%
  • Common Stock · 74.2% · $83M
  • ETP · 17.7% · $20M
  • REIT · 4.7% · $5M
  • Other · 2.0% · $2M
  • ADR · 0.5% · $597,994
  • Other · 0.8% · $895,900

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VMCVULCAN MATLS CONEW+2.9K2.9K+$721,172$721,172
SOCSABLE OFFSHORE CORPNEW+24.6K24.6K+$370,557$370,557
TRVCCITIGROUP INCNEW+5.5K5.5K+$349,030$349,030
PRUPRUDENTIAL FINL INCNEW+1.6K1.6K+$181,645$181,645
SEAGATE TECHNOLOGY HLDNGS PLNEW+1.8K1.8K+$180,723$180,723
MMM3M CONEW+1.5K1.5K+$153,285$153,285
ENVXENOVIX CORPORATIONNEW+6.0K6.0K+$92,760$92,760
HERZFELD CARIBBEAN BASIN FDNEW+21.7K21.7K+$51,078$51,078

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

47 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM8.04%$9M42.6K
2ARCCARES CAPITAL CORPhistory →COM7.79%$9M417.8K
3SPDR S&P 500 ETF TRTR UNIT5.07%$6M10.4K
4AMZNAMAZON COM INChistory →COM4.92%$6M28.5K
5REFICHICAGO ATLANTIC REAL ESTATEhistory →COM3.92%$4M285.0K
6JPMJPMORGAN CHASE & CO.history →COM2.80%$3M15.5K
7VTVVANGUARD INDEX FDSVALUE ETF · TOTAL STK MKT2.73%$3M17.1K
8GSGOLDMAN SACHS GROUP INChistory →COM2.05%$2M5.1K
9AMGNAMGEN INChistory →COM2.04%$2M7.3K
10MSFTMICROSOFT CORPhistory →COM1.99%$2M5.0K
11GOOGALPHABET INCCAP STK CL C · CAP STK CL A1.99%$2M12.2K
12METAMETA PLATFORMS INChistory →CL A1.90%$2M4.2K
13VVISA INChistory →COM CL A1.83%$2M7.8K
14MRKMERCK & CO INChistory →COM1.78%$2M16.0K
15NVDANVIDIA CORPORATIONhistory →COM1.74%$2M15.7K
16BACVERIZON COMMUNICATIONS INChistory →COM1.70%$2M46.1K
17PGPROCTER AND GAMBLE COhistory →COM1.56%$2M10.5K
18DOWDOW INChistory →COM1.55%$2M32.7K
19IBMINTERNATIONAL BUSINESS MACHShistory →COM1.53%$2M9.9K
20HDHOME DEPOT INChistory →COM1.52%$2M4.9K
21TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.51%$2M3.0K
22MAMASTERCARD INCORPORATEDhistory →CL A1.50%$2M3.8K
23GQ9SPDR GOLD TRhistory →GOLD SHS1.50%$2M7.8K
24ORCLORACLE CORPhistory →COM1.34%$1M10.6K
25CHVCHEVRON CORP NEWhistory →COM1.30%$1M9.3K
26NEENEXTERA ENERGY INChistory →COM1.18%$1M18.6K
27KOCOCA COLA COCOM0.98%$1M17.3K
28ISHARES TRMSCI USA MIN VOL · ISHARES BIOTECH0.97%$1M10.7K
29CSCOCISCO SYS INCCOM0.97%$1M22.7K
30VANGUARD SPECIALIZED FUNDSDIV APP ETF0.86%$959,4835.3K
31AVGOBROADCOM INCCOM0.84%$940,841586
32AWMSKYWORKS SOLUTIONS INCCOM0.80%$889,9438.3K
33NDQINVESCO QQQ TRUNIT SER 10.78%$872,4601.8K
34PGENPRECIGEN INCCOM0.73%$820,771519.5K
35UBERUBER TECHNOLOGIES INCCOM0.67%$743,95310.2K
36SCHWSCHWAB CHARLES CORPCOM0.66%$736,90010.0K
37INVESCO EXCHANGE TRADED FD TS&P500 QUALITY0.66%$734,19211.6K
38VMCVULCAN MATLS COCOM0.65%$721,1722.9K
39TSLATESLA INCCOM0.64%$716,1283.6K
40ROSTROSS STORES INCCOM0.62%$690,2704.8K
41IAU*ISHARES GOLD TRISHARES NEW0.60%$672,30515.3K
42P3 HEALTH PARTNERS INCCOM CL A0.58%$642,8891.43M
43CGCARLYLE GROUP INCCOM0.57%$631,35915.7K
44SELECT SECTOR SPDR TRSBI HEALTHCARE0.52%$583,0004.0K
45HUBBHUBBELL INCCOM0.49%$548,2201.5K
46BHP GROUP LTDSPONSORED ADS0.48%$532,0799.3K
47PROSHARES TRS&P 500 DV ARIST0.45%$507,5675.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2024$112M285Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$109M290May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$108M286Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$106M300Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M308Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$106M312May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$100M305Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$105M329Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$98M334Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$110M337May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$113M344Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$113M352Oct 29, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$114M334Jul 20, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • MARSHFIELD ASSOCIATES028-03998

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.